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Results for
"index funds"

Seeing three major U.S. stock markets indexes all hit record highs for the first time since 1999 has given pundits and market watchers plenty to analyze, but fear is not yet part of the equation. “Valuations are getting high, but they can...

There are seemingly endless theories to explain the stunning gold-price rally this year, and most of them support more of the same for the precious metal. Global gold demand reached 2,336 tons through the first six months of the year, led by...

Rob Arnott, a pioneer of smart-beta investing, says the growing popularity of the investing style has gotten out of hand. Perhaps he longs for the good old days when almost nobody believed in smart beta. “There are a lot of dumb ideas masquerading...

If the direction of asset flows out of stock funds and into bond funds this year is any kind of guide, investors are seeking shelter and yield in fixed income. But they could be getting neither. Through the end of June, U.S. equity mutual funds...

The S&P 500 Index has gained nearly 19% from the February market lows, and the reports are stacking up in favor of a pullback over the next couple months. August, which is typically one of the slowest months for Wall Street activity, is also...

Deutsche Bank says fiscal stimulus is not helping and will not save us. Look no further than Japan and Europe for real-life examples of failed policies. In need of a new direction for fiscal policy. Gold investors hunker down on the reality...

Actively managed exchange-traded funds continue to represent one of the unsolved mysteries of the asset management industry. It is an incarnation that is less than a decade old that includes some glowing success stories, a general reluctance...

Multi-alternative-strategy mutual funds have been quietly fading into the background, reflecting the challenges facing alternative strategy mutual funds. Of the 31 funds shut down this year across eight liquid alt fund categories tracked by...

Since the start of the year, the average large-cap growth mutual fund has gained 2.31%, while the benchmark S&P 500 Index has increased 7.14%. Sounds like an open-and-shut case for passive indexed investing over active management, right? Well,...

Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty as a financial adviser? The answer is, yep. As bond returns grind lower, the focus on cost has grown. Turns out, the Federal Reserve...

As the S&P 500 Index notched another record high shortly after the stock market opened for trading Monday, financial advisers were doubling down on calls to proceed with caution. The index, which is up 5.5% from the start of the year, stands...

The bond market is screaming “halt,” while the stock market is scratching its head wondering what all the fuss is about. For financial advisers, the challenge will be to figure out whether it makes more sense to trust the bond market's signals...

Financial advisers are often critical of mutual funds with large cash positions, based on the argument that investors don't want to pay an active-management fee for idle cash. The flipside, however, is that in times of sudden market pullbacks...

What does it say about the U.S. equity markets when stocks react so violently to a Brexit vote that had a 50/50 chance of happening, and then just puff right back up again three trading days later? No offense to dead cats, but this is not a...

Layoffs have been scarce in the mutual fund industry, but they have hit two complexes recently: GMO and Pimco, which are suffering from declining assets as investors flee active management in favor of passive strategies. Boston-based Grantham,...

“Wall Street Turns to ETFs to Sidestep Illiquidity in Bond Market” ran a recent Bloomberg headline. Because the ability to trade individual bonds is degrading, the story reported, investors are piling record dollars into global bond ETFs....

What was billed as a kind of battle royal between Cliff Asness of AQR and Rob Arnott of Research Affiliates to kickoff day two of the Morningstar conference in Chicago, somehow evolved into a wonky deep dive into how much research each had written...

Assets in exchange-traded funds grew 1.7% in April to $2.2 trillion, but investors continue to hate stocks: April's big winners were bonds. Cerulli Associates estimates that investors poured $3.1 billion to bond ETFs in April and yanked a net...

Interest rates are still a long way from anything that could be considered normal, but with the Fed teasing out a rate hike next month there's reason to be mindful of certain bond portfolios. You don't have to banish bond ETFs. The millennials...

The DOL fiduciary rule is throwing a wrench into the robo-advice efforts at BlackRock and Schwab. Some robo advisers may need to substantially change their business practices and how they operate. Jim Cramer, the TV personality known for rolling...

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